2023 Form 5500 filing — Southwest Energy Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014180404NAL0028049089001) for Southwest Energy Profit Sharing Plan, reported by Southwest Energy Management, LLC under EIN 26-3253459 and plan number 001. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014180404NAL0028049089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Energy Management, LLC
- EIN
- 26-3253459
- Plan number
- 001
- Location
- Tucson, AZ
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,156,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,156,867
- Employer contributions
- $4,770,509
- Participant contributions
- $1,786,473
- Total income / additions
- $17,807,560
- Benefits paid
- $7,048,714
- Administrative expenses
- $44,150
- Total expenses
- $7,092,864
- Net increase / (decrease)
- $10,714,696
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities LLC | NONE | $41,250 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $5,650 | $0 |